Automation
Automate business processes: workflows with triggers and email templates.
What this covers
Under Automation you let planni react automatically to events such as a new order or a registration, for example by sending an email to the right person.
Two building blocks belong together: the workflow defines when something should happen, the email template defines what gets sent.
Articles in this section
Workflows
Set up automated flows with a trigger, criteria and an action.
Email templates
Create email templates with placeholders and use them in workflows.
How the two work together
A workflow reacts to a trigger, for example "Order Created", and then runs an action, such as sending an email. Which email gets sent is decided by the email template you select in the action. Create the template first, then you can pick it directly in the workflow.